---
title: How Do I Create and Send an Email Campaign?
description: Provides the steps for creating, reviewing, and sending a new Email Campaign in Setvi.
---

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October 6, 2026

# How Do I Create and Send an Email Campaign?

## Create customer- or territory-specific outreach in Setvi by selecting recipients, building the email, verifying personalization, and sending the Email Campaign.

### Create an Email Campaign

**Step 1 — Open the Campaigns tab.**

Select **Email**.

![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Oct-06-2026-05-41-59-7514-PM.png?width=1906&height=864&name=image-png-Oct-06-2026-05-41-59-7514-PM.png)

**Step 2 — Create the campaign.**

Select **+ Create Campaign**.

![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Oct-06-2026-05-42-09-3586-PM.png?width=256&height=108&name=image-png-Oct-06-2026-05-42-09-3586-PM.png)

**Step 3 — Name and describe the campaign.**

Use a clear name that identifies the audience and purpose.

Example: **2025 Back-to-School Product Launch K-12**

![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Oct-06-2026-05-42-25-8224-PM.png?width=1914&height=853&name=image-png-Oct-06-2026-05-42-25-8224-PM.png)

### Select Recipients and Build the Email

**Step 4 — Select the recipients.**

Choose the individual contacts or contact groups that should receive the campaign.

![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Oct-06-2026-05-42-40-5822-PM.png?width=1899&height=870&name=image-png-Oct-06-2026-05-42-40-5822-PM.png)

**Step 5 — Build the email and add content.**

Write the message and include the presentations, sell sheets, videos, or other resources the recipients need.

![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Oct-06-2026-05-43-10-6785-PM.png?width=1905&height=860&name=image-png-Oct-06-2026-05-43-10-6785-PM.png)

### Verify and Send the Campaign

**Step 6 — Verify personalization.**

Use **Verify Variable** to confirm that personalized fields, such as the recipient name or company, are mapped correctly.

See **How Do I Verify Personalization Before Sending a Campaign?**

![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Oct-06-2026-05-43-49-5039-PM.png?width=1906&height=860&name=image-png-Oct-06-2026-05-43-49-5039-PM.png)

**Step 7 — Preview and send.**

Review the email, select **Next: Send All**, and confirm the campaign execution.

![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Oct-06-2026-05-44-00-0398-PM.png?width=1912&height=865&name=image-png-Oct-06-2026-05-44-00-0398-PM.png)

### Important

The final confirmation sends the campaign and **cannot be undone**.

![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Oct-06-2026-05-44-16-7952-PM.png?width=514&height=386&name=image-png-Oct-06-2026-05-44-16-7952-PM.png)

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